Services
Who do we serve?
Simply put, we are here to help YOU. No matter what your situation, we would love to hear about your specific needs and challenges to determine how we may tailor our services for you. Whether you are a small to medium-sized business in need of bookkeeping, an individual seeking tax preparation services, or a nonprofit entity requiring business process and internal control advisory, we aim to be your single sourced partner in achieving your financial goals.
Accounting Services
- Monthly transaction coding
- Closing journal entries
- Payroll coordination, support, and reporting
- Bank and General Ledger reconciliations
- Financial statement preparation and reporting
- Budget preparation and performance analyses
Tax Services
- Individual federal and state income tax return preparation and filing
- Small business income tax returns - Schedule C for self-employed, S- and C- Corporations, Partnerships, Nonprofit Organizations
- Annual and quarterly tax projection and estimate planning
- Tax-Basis financial statement preparation
Advisory Services
- Fractional Controller & CFO Advisory
- SOP assessments & process improvements
- Internal control evaluation
- Audit readiness
- Cash forecasting and projections
- Pro-forma financial analysis
- Business coaching and accounting team training